SOA Wealth Advisors LLC. Has $61.67 Million Position in Microsoft Corporation $MSFT

SOA Wealth Advisors LLC. decreased its stake in shares of Microsoft Corporation (NASDAQ:MSFT - Free Report) by 2.2% in the 2nd quarter, according to its most recent 13F filing with the SEC. The firm owned 123,984 shares of the software giant's stock after selling 2,816 shares during the period. Microsoft accounts for about 6.7% of SOA Wealth Advisors LLC.'s portfolio, making the stock its 2nd largest holding. SOA Wealth Advisors LLC.'s holdings in Microsoft were worth $61,671,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also modified their holdings of MSFT. WFA Asset Management Corp boosted its holdings in Microsoft by 27.0% in the 1st quarter. WFA Asset Management Corp now owns 1,016 shares of the software giant's stock valued at $427,000 after purchasing an additional 216 shares during the period. Ironwood Wealth Management LLC. boosted its holdings in Microsoft by 0.3% in the 2nd quarter. Ironwood Wealth Management LLC. now owns 12,658 shares of the software giant's stock valued at $5,658,000 after purchasing an additional 38 shares during the period. Discipline Wealth Solutions LLC boosted its holdings in Microsoft by 410.4% in the 3rd quarter. Discipline Wealth Solutions LLC now owns 2,659 shares of the software giant's stock valued at $1,144,000 after purchasing an additional 2,138 shares during the period. Wealth Group Ltd. boosted its holdings in Microsoft by 1.2% in the 4th quarter. Wealth Group Ltd. now owns 2,374 shares of the software giant's stock valued at $1,000,000 after purchasing an additional 28 shares during the period. Finally, Eagle Capital Management LLC boosted its holdings in Microsoft by 0.4% in the 4th quarter. Eagle Capital Management LLC now owns 23,097 shares of the software giant's stock valued at $9,735,000 after purchasing an additional 96 shares during the period. Institutional investors own 71.13% of the company's stock.

Microsoft Price Performance

MSFT stock opened at $516.79 on Tuesday. The company has a 50 day simple moving average of $511.72 and a 200 day simple moving average of $478.10. The stock has a market cap of $3.84 trillion, a price-to-earnings ratio of 37.89, a P/E/G ratio of 2.24 and a beta of 1.03. Microsoft Corporation has a 1 year low of $344.79 and a 1 year high of $555.45. The company has a debt-to-equity ratio of 0.12, a current ratio of 1.35 and a quick ratio of 1.35.

Microsoft (NASDAQ:MSFT - Get Free Report) last released its quarterly earnings data on Wednesday, July 30th. The software giant reported $3.65 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $3.35 by $0.30. The business had revenue of $76.44 billion during the quarter, compared to analysts' expectations of $73.79 billion. Microsoft had a net margin of 36.15% and a return on equity of 32.44%. The firm's quarterly revenue was up 18.1% compared to the same quarter last year. During the same period in the prior year, the company earned $2.95 EPS. Microsoft has set its Q1 2026 guidance at EPS. Research analysts anticipate that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, December 11th. Investors of record on Thursday, November 20th will be given a dividend of $0.91 per share. The ex-dividend date is Thursday, November 20th. This represents a $3.64 dividend on an annualized basis and a yield of 0.7%. This is a positive change from Microsoft's previous quarterly dividend of $0.83. Microsoft's dividend payout ratio is currently 24.34%.

Insider Buying and Selling

In related news, CEO Satya Nadella sold 149,205 shares of the company's stock in a transaction that occurred on Wednesday, September 3rd. The shares were sold at an average price of $504.78, for a total transaction of $75,315,699.90. Following the completion of the transaction, the chief executive officer directly owned 790,852 shares in the company, valued at $399,206,272.56. This represents a 15.87% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, EVP Takeshi Numoto sold 4,850 shares of the company's stock in a transaction that occurred on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total transaction of $2,557,502.00. Following the completion of the transaction, the executive vice president owned 39,111 shares of the company's stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. 0.03% of the stock is owned by corporate insiders.

Analysts Set New Price Targets

A number of research firms have issued reports on MSFT. Barclays reissued an "overweight" rating and issued a $625.00 price objective on shares of Microsoft in a report on Friday, August 29th. Evercore ISI boosted their price objective on shares of Microsoft from $515.00 to $545.00 and gave the company an "outperform" rating in a report on Friday, July 25th. UBS Group restated a "buy" rating and issued a $650.00 target price (up from $600.00) on shares of Microsoft in a research report on Thursday, July 31st. BMO Capital Markets boosted their target price on shares of Microsoft from $550.00 to $650.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. Finally, Wedbush boosted their target price on shares of Microsoft from $600.00 to $625.00 and gave the company an "outperform" rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and two have given a Hold rating to the stock. According to MarketBeat.com, the company has an average rating of "Moderate Buy" and a consensus target price of $618.97.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.

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